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Financial Services Representative - State Farm Agent Team Member

Financial Services Representative - State Farm Agent Team Member

Beth Moloughney - State Farm AgentMount Pocono, PA, US
12 days ago
Job type
  • Full-time
Job description

Job Description

Job Description

Benefits :

  • Company parties
  • Opportunity for advancement
  • Paid time off
  • Training & development
  • Wellness resources

ROLE DESCRIPTION :

As a Financial representative with Beth Moloughney Agency , you will successfully market the financial products that manage everyday risks. Your proficient knowledge of financial products reinforces your sales-minded and consultative approach to educating customers on their financial options. Your analytical precision makes you an invaluable resource to customers and a competitive addition to a successful agency.

RESPONSIBILITIES :

  • Consult customers with financial planning and investment options.
  • Assist customers with portfolio management and asset allocation.
  • Conduct financial reviews and recommend appropriate products.
  • Maintain compliance with financial regulations.

    • QUALIFICATIONS :

  • 3+ years of experience in financial services.
  • Analytical and communication skills.
  • FINRA Series 6, 63 and 65 required

    • Flexible work from home options available.

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    Representative Agent • Mount Pocono, PA, US

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